In the podcast they talk about how DSE has been sold off in the past due to Microsoft announcing that they are entering the space. However, they discuss how it seen as best practice in the IT world to utilise 3rd party providers for backup, so if a company is using M365 and Azure, then it would be seen as beneficial to use a backup platform that is not Microsoft to minimise risk.
Ann: Investor Presentation Q4 2023 Update, page-7
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